Pre-Beta · Founding Access
Your tax history, strategies, and documents — in one place you own. Ask Logos anything to get started.
The system is broken. Here's how.
Switch CPAs and you start from zero. Your history, your strategies, your documents — locked in someone else's system.
Tax decisions get made at filing time — when it's already too late to change anything.
Real tax strategy has always been reserved for those who can afford a retainer.
Logos is the first platform where your entire tax life — documents, strategies, financial data, CPA history — lives in one place. You own it. Your CPA accesses it with your permission.
When you switch CPAs, they lose access. You keep everything.
You own your data
CPAs get permission
Revoke access anytime
History stays with you
Five integrated tools. One platform you control.
Citadel
Your Integrations Hub
Connect your bank, QuickBooks, and payroll. Your financial data flows in automatically.
Logos
Your AI Tax Advisor
Ask questions, upload documents, get plain-language analysis grounded in the tax code.
Enchiridion
Your Strategy Playbook
A synthesized plan with dollar savings, implementation steps, and legal references. This is what you take to your CPA.
Ledger
Your Portable Tax Timeline
Every strategy, every filing, every CPA interaction — recorded permanently. Yours forever.
Vault
Your Document Hub
Tax returns, W-2s, formation docs, AI session transcripts. Secure, organized, always accessible.
01
Connect your financial data
02
Upload your tax documents
03
Logos analyzes your situation
04
You get a strategy playbook
05
Find a CPA who specializes in your needs
06
Everything is recorded in your Ledger
Exclusive insights into what we're building
Coming Soon
David Gillilan shares the story behind Logos Tax Systems and the mission to democratize expert tax strategy.
Watch the AI-powered tax strategy system analyze a real business and surface personalized recommendations.
Watch the engine perform real-time calculations and compliance checks — pure logic without the chat interface.
The Old Way
The New Way
Logos isn't replacing CPAs. It's sending you better clients.
Clients arrive with context, strategies, and documents — not confusion and a shoebox of receipts.
Join the CPA Marketplace and get matched with business owners who already know what they need.
It's about finally understanding them.
When David's father — a U.S. Air Force officer and serial entrepreneur — passed away at 37, his immigrant mother had to rebuild her barbershop business from scratch with no financial guidance. David saw firsthand that business owners don't fail from lack of effort — they suffer from lack of clarity, strategy, and trusted financial insight. That experience shaped his mission: make expert tax strategy accessible to every hardworking entrepreneur.
20+ years in sales & strategic growth
Executive Education: Northwestern's Kellogg School of Management
Former Director of Business Development at a leading Texas CPA firm
Tax Strategist & Enrolled Agent Candidate
Logos helped me save thousands on my taxes last year. I finally understand what my CPA is talking about and I feel like I'm in control of my own financial future.
Stephany
The explanations are so clear and simple. I've been filing taxes for 20 years and this is the first time I actually understand what's in my return. Game changer.
Mindy
David is incredibly strategic. He found tax opportunities I never knew existed and walked me through every decision. Worth every penny and more.
Hudson
Talk to Logos — find out in minutes if this is right for your business.
Chat with Logos